About Us

As an independent wealth strategies firm, we provide our clients with financial solutions and sophisticated resources to facilitate the complex corporate and personal financial decisions our clients will make over the course of their financial future.

Our team at Wealth Design Group specializes in collaborating with individuals, families, and owners of closely held businesses for a variety of comprehensive financial planning strategies, tactics, and products.

We strive each day to be completely client-focused and not led by any loyalty to products or revenue. Our team challenges the conventional approach to financial planning and go beyond the norms to perfect our strategies and tailor them to our clients’ individual needs. Our strategies are not only investment-oriented – we are willing to consistently seek out unique solutions that help our clients feel comfortable and confident in their financial futures. We know that it can be concerning to think about making the wrong decisions when it comes to maintaining your financial plan, and we work hard to provide you with certainty about your financial picture so that you can live your best life.

You can follow us on Wealth Design Group's YouTube channel, where he shares advice gathered from nearly 40 years of experience working in the financial industry. His passion to help others build financial freedom is why he shares new videos almost every week, which include knowledge, tools, and tips to build stable and secure wealth for your family and your business.